Constellation Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Constellation Wealth Advisors LLC
CRD #289860
SEC #801-111760
CIK #0001474208
AUM
Employees
Phone513-871-5500
Address255 East Fifth Street
Cincinnati, OH 45202
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
7.56.04.53.01.50.02005201020152021
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Constellation Hedge Partners LP [2012-03-28] 789.5 545.6
HF Constellation Strategic Opportunity Fund LP [2012-03-28] 10.3 9.7
RE Perpetual Real Estate Partners LP 2012-03-28 0.0
RE Wolff Real Estate Partners LP [2012-03-28] 194.5 234.9
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2023
Charles Moore 77
Paul Gardner 15
James Conn Sr 52
Craig Jorasch 45
Elizabeth Monroe 10
Elizabeth Moore 9
Jon Goldstein 6
Paul Tramontano 4
General Partner Wolff Capital Master LLC 2
Alvin Wolff 2
View All
EDGAR Form CIK 2011 - 2023
13F-HR [0001474208]
Related Firms State AUM ($BB)
Quadrant Capital Group LLC
OH 3.0
Constellation Wealth Advisors LLC
OH 0.0
Terms | Privacy | Guide
tony@aum13f.com